Mondelez International
MDLZ
1,072 hedge funds and large institutions have $47.4B invested in Mondelez International in 2013 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 306 increasing their positions, 489 reducing their positions, and 68 closing their positions.
96% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 68
20% more funds holding in top 10
Funds holding in top 10: 25 → 30 (+5)
18% more call options, than puts
Call options by funds: $393M | Put options by funds: $334M
13% more capital invested
Capital invested by funds: $42B → $47.4B (+$5.44B)
5% more funds holding
Funds holding: 1,017 → 1,072 (+55)
37% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 489
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$504M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$172M |
| 3 |
JP
Jana Partners
New York
|
+$154M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$151M |
| 2 |
JP Morgan Chase
New York
|
-$88.5M |
| 3 |
SC
Sculptor Capital
New York
|
-$77M |
| 4 |
ESG
Emerging Sovereign Group
New York
|
-$72M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$66.4M |
MDLZ Hedge Fund Activity: Q4 2013 in Review
1,072 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mondelez International (MDLZ) for Q4 2013, worth a combined $47.4B — up 13% from $42B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new MDLZ positions and 68 closed out — a net gain of 65 holders — while 306 added to existing stakes and 489 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $151M.
- 1,072 institutional investors held Mondelez International (MDLZ) as of Q4 2013, up from 1,017 in Q3 2013.
- Funds reported $47.4B of Mondelez International stock for Q4 2013, up 13% quarter-over-quarter.
- 133 funds opened new Mondelez International positions in Q4 2013 and 68 closed out, a net change of +65 holders.
- The largest Mondelez International buyer in Q4 2013 was Wellington Management Group, an estimated $504M added.
- The largest Mondelez International seller in Q4 2013 was Capital World Investors, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2013.